ECM for banks & financial services
Banks and financial institutions rely on trusted information to deliver secure, compliant services. Doxis uses AI-powered Intelligent Content Automation to centralize customer documents, financial records, and business content, helping organizations automate processes, strengthen compliance, and improve operational efficiency.
- Connect core banking, SAP, CRM, ERP, and business applications
- Automate document-driven financial processes
- Leader in the Gartner® Magic Quadrant™ for Document Management in 2026
A modern ECM platform for greater efficiency
The volumes of documents handled by banks and financial service providers is growing steadily in daily business: loan applications, risk analyses, contracts, credit ratings, real estate assessments, stock settlements and many more. The ECM platform Doxis makes these documents, processes and files available in business processes. Automated document management enables your organization to enhance efficiency and improve customer satisfaction with faster case handling.
Better, AI-powered customer service
Streamline and speed up your processes for recording and handling customer inquiries, loan applications and property financing.
Swift, automated loan processing
Process loan inquiries faster with all the necessary documents bundled in credit files and ensure full process transparency.
Improved resource utilization
Make work easier for employees by automating manual tasks such as data capture, filing, the preparation of credit agreements and deadline management.
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Why banks and financial services choose Doxis
Every bank runs on documents that move between onboarding, lending, compliance, and customer service. Doxis brings the documents behind these processes onto one platform, so your teams spend less time chasing paperwork and more time serving customers.
Digital customer & credit files
Bring onboarding documents, contracts, and correspondence together in one 360-degree customer view.
Loan & credit automation
Automate document classification and workflow routing from application intake through to loan closing.
KYC & AML compliance
Support regulatory requirements with automated retention policies and immutable, audit-ready records.
Legacy system modernization
Migrate off ageing content systems onto one platform without disrupting day-to-day operations.
Contract & document lifecycle
Manage contracts and supporting documents in one system with full version control and traceability.
Omnichannel correspondence
Manage customer and partner communication alongside the accounts and cases it relates to.
Audit-proof archiving
Retain records with certified, tamper-proof archiving and verifiable retention periods.
Fraud & risk management
Detect fraud and mitigate risk through structured analysis of documents, data, and behavior patterns.
Is your legacy system holding you back?
Discontinued support, lack of scalability, and security gaps can hold your business back. Doxis helps you replace outdated legacy applications with a proven migration approach to a scalable, flexible ECM platform, configured to your institution's specific requirements. Choose the deployment model that best fits your business, whether on premises, in the cloud, or in a hybrid environment.
Calculated, planned, controlled. Discover how migrating to the Doxis ECM platform can work for you.
Work more productively thanks to an ECM platform
Connect SAP and business systems
Connect information across SAP, core banking systems, ERP & CRM applications. Give employees a complete view of every customer, loan, and document to support faster, more informed decisions.
Automated customer communications
Generate loan agreements, policy documents, and other communications automatically using trusted business data. Deliver consistent customer experiences while reducing manual work.
Automated approval workflows
Verify and approve loan applications, overdraft requests, and financing documents faster with AI-powered validation and document-driven workflows.
Protect sensitive information
Automatically anonymize sensitive customer information, securely archive business documents, and support GDPR, retention, and audit requirements from one platform.
ECM solutions for banks & financial service providers
Doxis Intelligent Content Automation helps banks and financial service providers centralize customer information, financial documents, and business processes in one platform. Automate document-driven workflows, strengthen compliance, and improve visibility across the entire customer lifecycle.
Loan & lease files
Electronic files for loans, leases or property financing bring together and provide all documents and customer data relevant for the decision-making process.
Integration in bank systems
Transfer information from integrated leading applications to index electronic credit files, contract files, etc. and to retrieve credit files from the leading system.
Governance, risk & compliance (GRC)
With Doxis, it is easy and convenient to publish and manage specifications and official documents for risk management and to fulfill requirements for quality management.
Integration in your IT landscape
How industry leaders are succeeding with Doxis
Raiffeisen Bank International, Poland
Archive migration with zero downtime
Digital processes in automotive financing
75%
Less effort for task distribution
Achieved by DEVK through automated workflow management
54,1%
Lower annual operating costs
European banking modernization project
Where compliance, expertise & industry recognition
come together
Secure
Compliant
Recognized
Doxis is a leader!
Gartner® Magic Quadrant™ for Document Management 2026
Partners
FAQs about ECM for banks & financial services
What is ECM for banks and financial services?
Enterprise Content Management (ECM) for banks centralizes customer documents, financial records, contracts, and business content in one secure platform. It helps financial institutions automate document-driven processes, improve customer service, strengthen compliance, and manage information throughout the customer lifecycle.
How does Doxis generate customer documents and communications automatically?
Doxis automatically generates loan agreements, policy documents, and other customer communications using trusted business data already held in your systems. This reduces manual drafting, ensures consistency across correspondence, and speeds up the time between a decision and the document reaching the customer.
Can Doxis integrate with our core banking systems?
Yes. Doxis integrates with core banking platforms, CRM systems, ERP applications, Microsoft 365, SAP, Salesforce, and many other enterprise systems. This allows customer documents and business information to flow seamlessly across your existing technology landscape.
How does Doxis improve loan processing?
Doxis automatically captures, verifies, and manages loan applications, supporting documents, and credit files in one digital workspace. This helps banks accelerate approvals, improve transparency, and reduce manual processing.
How does Doxis support governance, risk, and compliance?
Doxis helps financial institutions meet regulatory requirements by providing secure document management, audit trails, records management, retention policies, version control, and role-based access. It also supports governance and risk management through centralized documentation and automated workflows.
Can Doxis verify customer and financial documents?
Yes. Doxis combines AI-powered document verification, fraud detection, and intelligent validation to verify customer documents, loan applications, financial records, and supporting documentation before they enter business processes.
How does Doxis help replace legacy document management systems?
Doxis provides a structured migration approach that enables organizations to replace legacy ECM and document management systems with minimal disruption. Whether deployed on premises, in the cloud, or in a hybrid environment, Doxis supports a smooth transition while preserving business-critical information.
Can Doxis be configured to our institution's specific processes?
Yes. Doxis adapts to the specific workflows, document types, and approval processes of your bank, insurer, or financial institution, rather than requiring you to adjust your operations to fit a fixed system. This flexibility applies across on-premises, cloud, and hybrid deployments.
Why choose Doxis for banks and financial service providers?
Doxis combines enterprise content management, AI-powered document processing, document verification, workflow automation, and governance in one platform. This enables financial institutions to improve operational efficiency, strengthen compliance, automate customer processes, and modernize legacy document management systems.
More about ECM for banks & financial services
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